Trades & Home Services Templates — Page 7
Templates 289–336 of 338
Stonework Completion and Care Handover Workflow
Manages stonework job completion sign-off: supervisor quality check, rework loop if needed, customer review and acceptance, handover communications, and post-handover feedback collection.
Stonework Installation Checklist Workflow
Captures a stonemasonry inspection checklist, notifies the customer of the outcome, and routes failed inspections through a rectification and re-inspection loop until the stonework passes.
Stormwater Drainage Inspection Workflow
Captures a stormwater drainage inspection, routes the report through supervisor review (with revision loop), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Subcontractor Compliance Onboarding Workflow
Collects subcontractor application details, runs a compliance officer review of licences and insurances (with an information-request loop for missing details), and on approval proceeds to a site induction task before marking the subcontractor Onboarded.
Subfloor Moisture Assessment Workflow
Captures a subfloor inspection report, routes it through flooring manager review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a subfloor preparation quote task when recommended.
Surface Preparation Inspection Workflow
Captures a surface preparation inspection for a painting and decorating job, routes to rectification when checks fail, loops the crew and inspector until the surface passes re-inspection (up to 2 times), and notifies the customer at each key stage.
Switchboard Inspection and Upgrade Workflow
Captures a switchboard inspection report, routes it through electrical supervisor review (with a bounded revision loop back to the inspector), emails the approved report to the customer, and triggers a quote task if an upgrade is recommended.
Tenant Access Appointment Workflow
Manages tenant access appointments for a handyman/property maintenance business: collects appointment details, asks the tenant to confirm or request another time via a form link, loops the office through rescheduling until confirmed, then notifies the tenant by SMS and the property manager by email of the confirmed access arrangements.
Termite Inspection Report Workflow
Captures a termite inspection report, routes it through senior technician review (with revision loop), emails the finalised report to the customer, and triggers a treatment quote task when treatment is recommended.
Termite Inspection Request Workflow
Manages termite inspection requests from intake through booking, on-site inspection, and result-based customer communication and follow-up, with office and inspector tasks and status tracking throughout.
Test and Tag Inspection Record Workflow
Captures electrical test and tag inspection results, calculates pass rate, notifies clients of outcomes, and manages follow-up on failed items through to completion.
Thermostatic Mixing Valve Service Workflow
Captures thermostatic mixing valve (TMV) test records from a plumber, sets the record status based on pass/fail result, notifies the client, and manages a repair-and-retest loop for failed valves until they pass or the retry limit is reached.
Tile Layout and Pattern Approval Workflow
Collects a tiling job's layout details from the intake form, sends the customer a set-out approval request, loops through tiler revisions on request-changes (up to 3 times), and on approval confirms the layout with the customer and tasks the office to order tiles and book the start date.
Tile Roof Repair and Replacement Workflow
Captures a tile roof inspection, routes the report through manager review (with revision cycles), emails the approved report to the customer, and triggers a quote task when repair, restoration or replacement is recommended.
Tiling Completion and Care Handover Workflow
Manages the process from job completion through supervisor quality check, rework loops, customer review and sign-off, to handover and post-handover feedback collection for a tiling business.
Tiling Installation Quality Checklist Workflow
Captures a tiling installation quality inspection, records pass/fail on each check and overall result, notifies the customer, and if the inspection fails routes rectification work to the tiler and re-inspection to the inspector (looping up to twice) before confirming the final passed result.
Tiling Quote Request Workflow
Manages a tiling quote request from initial customer submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Timber Defect and Moisture Inspection Workflow
Captures a timber defect and moisture inspection report, routes it through carpentry manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Timber Flooring Installation Checklist Workflow
Captures a timber flooring installation inspection, records pass/fail checks, notifies the customer, and if the inspection fails routes rectification work to the installer and a re-inspection to the inspector (looping up to twice) before confirming the floor has passed.
Timber Framing Inspection Checklist Workflow
Captures a timber framing inspection (wall/roof/floor/full frame checks), notifies the builder/client of the result, and if the frame fails, routes rectification work to the carpenter and re-inspection by the inspector — looping until it passes or the rectification cycle limit is reached — with a table view and dashboard chart for tracking inspection status.
Timesheet and Job Labour Record Workflow
Workers submit weekly timesheets against jobs; a supervisor checks hours against the job, worker corrects if needed (up to 2 review cycles), and once approved payroll processes the timesheet through to completion.
Tool and Equipment Inspection Register Workflow
Captures periodic inspection results for power tools, ladders, harnesses, leads, test instruments and lifting gear; routes items that pass into service, sends repair-tagged items to the workshop for retest (with a limited retry loop), and routes items removed from service to the operations manager for disposal/replacement tracking. Maintains a register status field, a table view, and a status breakdown chart.
Toolbox Talk Workflow
Captures a supervisor's pre-work toolbox talk (topic, hazards, attendance, absentees, action items), records it against a talk record, and manages follow-up tasks for briefing absent workers and closing out action items through to closure.
Trade Lead and Quote Request Workflow
Captures inbound quote requests, qualifies leads, routes to quote-from-photos or site visit, prepares and sends quotes, captures customer acceptance/decline, and schedules accepted jobs — with status tracking throughout.
Trade Licence and Insurance Register Workflow
Collects worker and subcontractor licence/insurance documents, tracks verification by the compliance officer, and manages re-verification of documents flagged as not valid, with status tracking through to Current, Not Compliant, or Suspended.
Tree Risk Assessment Workflow
Captures a field arborist's tree risk inspection, routes the report through senior arborist review (with revision loop), emails the approved report to the customer, and triggers a quote task when tree work is recommended.
Trench Inspection Checklist Workflow
Captures a trench pre-start inspection checklist for excavation and earthmoving work, determines whether the trench is safe to enter, and if not, stops work, requires the supervisor to record corrective actions (with up to 2 revision cycles) before clearing the work to proceed.
Underground Services Verification Workflow
Captures a pre-start underground services verification checklist before any excavation, routes based on whether services are verified safe to dig, and manages a corrective-action loop if not verified until the site is cleared or escalated.
Variation Request and Approval Workflow
Captures a scope variation request on a trade job, routes it through project manager pricing review, optional requester revision, and client approval, tracking status throughout and notifying all parties at each stage.
Vinyl and Hybrid Flooring Checklist Workflow
Captures a post-installation inspection checklist for vinyl and hybrid flooring jobs, notifies the customer, and routes any failed inspection through installer rectification and inspector re-inspection until it passes.
Warranty Callback Request Workflow
Handles warranty/callback requests for completed jobs: intake, warranty check, visit booking, technician resolution, and customer feedback collection, with status tracking throughout.
Water Damage Drying Verification Workflow
Captures final moisture/humidity verification for a restoration job, loops re-checks every two days until the property is confirmed dry, then captures equipment removal and final readings, notifies the customer, and triggers the office to prepare a reinstatement quote.
Water Damage Moisture Inspection Workflow
Captures a moisture inspection report for water damage restoration, routes it through restoration manager review (with a revision loop back to the inspector), emails the approved report to the customer, and kicks off a drying/restoration quote when recommended.
Water Damage Restoration Intake Workflow
Intake and dispatch workflow for a water damage restoration business: captures the incident request, sends safety guidance, dispatches a technician, tracks drying progress, and notifies the insurer when a claim is involved.
Water Efficiency and Leak Audit Workflow
Captures a plumbing water efficiency and leak audit, calculates the hidden leak rate from a no-use meter test, routes the audit through manager review (with revision loop back to the plumber), emails results to the customer once approved, and triggers an estimator quote task when leaks were found.
Water Leak Detection Request Workflow
Manages water leak detection requests from intake through office scheduling, technician inspection, and outcome-based customer communication and follow-up.
Water-Damaged Plaster Assessment Workflow
Captures a site inspection of water-damaged plaster, routes the report through manager review (with a revision loop back to the inspector if changes are needed), emails the approved report to the customer, and triggers a repair quote task when work is recommended.
Waterproofing Completion Handover Workflow
Captures waterproofing job completion details, runs a supervisor quality check with rework loop, obtains customer sign-off with an issue-resolution loop, and finalises handover with thank-you and feedback follow-up.
Waterproofing Flood Test Workflow
Captures a waterproofing flood test inspection, records checks and overall result, notifies the builder/client, and if a leak is found routes through a rectification task and re-inspection cycle (up to 2 loops) before confirming the area is watertight.
Waterproofing Membrane Record Workflow
Captures a waterproofing membrane application record, routes it to a supervisor for quality-control review, loops back to the waterproofer for correction if needed, then finalises and emails the membrane record to the builder or client.
Waterproofing Substrate Inspection Workflow
Captures a waterproofing substrate readiness inspection, acknowledges the submission, and either confirms the substrate is ready for membrane or routes failed checks through a rectification and re-inspection loop (up to 2 cycles) before notifying the builder/client of the final result.
Weather and Site Delay Notice Workflow
Collects delay details from a supervisor, routes the notice through project manager review (with revision loop back to the supervisor), sends the client a delay notice for acknowledgement, handles client queries, and tracks the delay status end-to-end.
Weld Procedure and Setup Record Workflow
Captures welding job setup details, verifies welder qualification, routes non-qualified setups for reassignment, and runs a supervisor check-and-adjust loop against the welding procedure before final production approval.
Weld Visual Inspection Record Workflow
Captures a weld visual inspection, records pass/fail checks against drawing requirements, notifies the client/builder of the result, and if failed, routes the welder through rectification and inspector re-inspection (up to 2 cycles) before final pass notification.
Welding and Fabrication Quote Workflow
Manages a metal fabrication quote request end-to-end: intake, office quoting, customer accept/decline via emailed form, job scheduling, fabrication completion, and post-job feedback collection, with status tracking throughout.
Welding Equipment Pre-Start Inspection Workflow
Collects a welder's pre-start safety checklist for welding equipment, determines whether it is safe to start, and if not, escalates to a supervisor for corrective action and re-check (up to 2 loops) before clearing or stopping work, with notifications to the welder throughout.
Window Leak and Seal Inspection Workflow
Captures a glazing inspector's window leak/seal failure report, routes it through glazing manager review (with a revise-and-resubmit loop for the inspector), emails the approved report to the customer, and triggers a repair/replacement quote task when recommended.
Window Replacement Measure and Quote Workflow
Captures an estimator's site measurement, calculates the quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), then sends the customer a quote for acceptance and books the job once accepted.